Lockton's Dallas Retirement Practice Expands, Receives National Recognition

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Apr 21, 2010, 10:01 ET

DALLAS, April 21 /PRNewswire/ -- Lockton Financial Advisors and Lockton Investment Advisers today announced the expansion of their Dallas-based retirement practice in response to continued growth of assets under advisement totaling more than $1.7 billion.

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Glenn Able joins the Lockton retirement team as vice president. Able has more than 24 years of experience in the financial services industry with an extensive background in retirement plan design, administration and investment management. He previously served as the executive director of business development with GuideStone Financial Resources. Other previous positions include principal and director of sales and marketing with Milliman, Inc. and regional vice president at American Express Retirement Services. Able is a 1985 graduate of Baylor University with a bachelor of business administration in finance and management and he holds the CFP® and ChFC professional designations.

Lockton Senior Vice President David Altimont, JD, said, "Clients will benefit from Glenn's expertise and leadership. His experience in the non-profit and healthcare sectors in particular will help our new and existing clients in these industries tackle the dramatic changes taking place. We feel extremely fortunate to have someone of Glenn's caliber and experience join our team in Dallas."

Also joining the Lockton Dallas retirement practice are Account Executive Scott Andricks and Associate Account Executive Tim Brookshire. Andricks has spent the last nine years at Fidelity Investments in various positions of increasing responsibility in their emerging corporate market and personal investments sector. In his most recent role as a managing director, he managed more than 120 clients with assets in excess of $400 million. Andricks graduated with a bachelor of science in management from Purdue University and has an MBA from Southern Methodist University. Brookshire is finishing his degree in finance at The University of Texas at Arlington.

PLANSPONSOR Magazine recently recognized the Lockton Dallas retirement practice as one of the nation's top five retirement plan adviser teams of 2010. Finalists were selected by an expert panel of judges from a pool of more than 425 nominations. Launched in 2005, the PLANSPONSOR awards recognize the contributions of the nation's best financial advisers in helping make retirement security a reality for workers across the nation.

About Lockton Financial Advisors, LLC/ Lockton Investment Advisors, LLC

LFA/LIA provides comprehensive consulting and advisory services to plan sponsors. With 11 offices nationally, LFA/LIA serves more than 500 qualified and non-qualified retirement plans, accounting for more than $10 billion in assets under management.

About Lockton Companies

More than 3,500 professionals at Lockton provide more than 15,000 clients around the world with retirement, insurance, benefits, surety and risk management services, offering an uncommon level of client service. From its founding in 1966 in Kansas City, Missouri, USA, Lockton has grown to become the 10th largest insurance broker in the world. You can learn more at www.lockton.com.

Securities offered through Lockton Financial Advisors, LLC a registered broker-dealer and member FINRA, SIPC. Investment advisory services offered through Lockton Investment Advisors, LLC, an SEC registered investment advisor. For California, Lockton Financial Advisors, LLC, d.b.a. Lockton Insurance Services, LLC, license number 0G13569.

SOURCE Lockton